AWM
QMMY

AE Wealth Management’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

AE Wealth Management’s Portfolio QMMY Stock Details QMMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,326
Closed -$90K – 2286
2025
Q1 		$90K Sell
4,326
-1,932
-31% -$41.8K ﹤0.01% 1468
2024
Q4 		$135K Sell
6,258
-7,127
-53% -$152K ﹤0.01% 1362
2024
Q3 		$280K Buy
13,385
+2,670
+25% +$54.7K ﹤0.01% 1054
2024
Q2 		$220K Buy
+10,715
New +$217K ﹤0.01% 1134

Other funds holding QMMY

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $134M AUM 25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's QMMY Position: Q2 2025 in Review

AE Wealth Management sold out of FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) in Q2 2025, closing a stake of 4,326 shares — an estimated $90K sold.

AE Wealth Management first reported a position in QMMY in Q2 2024 and held it in 4 quarters. The position peaked at $280K in Q3 2024. 33 funds tracked by Wall St. Rank hold QMMY as of Q2 2025.

  • AE Wealth Management reported no remaining FT Vest Nasdaq-100 Moderate Buffer ETF - May position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 4,326 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q2 2025, an estimated $90K.
  • AE Wealth Management first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q2 2024 and held it in 4 quarters.
  • AE Wealth Management's FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $280K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.